Charitable Remainder Trusts are helpful tools if you...

  • Are trying to make a gift that includes an appreciated asset,
  • Would want to benefit both your family and a charity,
  • Would want the option of "strategically timing" when the gift would be received after your passing.

Select this button to explore the benefits of Charitable Remainder Trusts further. 

You will see tools that can create custom illustrations of various plans. You are free to save a copy of those illustrations to your own computer, email them to yourself or to any advisor-including those you may find in the "Find a Local Resource" list.


Charitable Remainder Trusts